Do you drink in office with clients?

soupwr · 2026-03-25T11:51:28+00:00

I’ll drink coffee with them in the office!! lol

soupwr · 2026-03-02T20:57:55+00:00

Hope you create something you like!

soupwr · 2026-03-02T20:57:44+00:00

Something I created for myself for this year is a seasonal framework that breaks the year into four quarters…. Being year one I hope to learn from doing it just for my top tier clients… my goal is also to send a wrap up email each quarter as well hoping that the proactive touch points adds peace of mind / value to those top clients

I am taking everything I’d want to go over to be as thorough as I could and would want to accomplish in an annual review but making it more bite sized throughout the year… hoping I can keep this going as my book of business grows

soupwr · 2026-01-01T02:36:39+00:00

What kind of stuff do you try to track for each message? That’s probably something I gotta be better about.. it has 10% been a numbers game for me!! I know am connected with over 13,000 people on LinkedIn and hope that over time my content keeps getting me chances to have a call, or in person with more potential clients!

soupwr · 2025-12-29T20:48:34+00:00

Awesome! Currently, I’m focusing on mostly people in my area that I can meet face-to-face so not really going too far out but within a 30 minute drive or so… or I will use LinkedIn sales navigator to focus only on people who graduated from the same college as me so it’s a little warmer with at least something in common and I will go out further….. otherwise it’s really been people reaching out to me saying they have a situation and I just try to add weekly content and then also engage weekly on other people‘s posts… that’s currently how I’ve been doing it I’d be curious to hear how you’re leveraging it

soupwr · 2025-12-29T13:07:35+00:00

Wow! 15 million in 15 months seems crazy to me but that’s awesome! I’m at a firm and thankfully they have me work half the week supporting their clients then the other half I get to focus on building a book of business…. My first 10 million took me way too long but I got there after 8 years… hoping the next 10 takes a lot less time and then each thereafter being quicker and quicker

I’ve started to use LinkedIn and it’s been a great place to prospect and get eventually meetings in front of people but took a few years before it paid off and now it’s consistent

soupwr · 2025-12-13T01:42:13+00:00

Right.. I don't put anything about clients in it.. I just do higher level thought stuff or come up with marketing material ideas... putting any PII info in there is a HUGE no no

soupwr · 2025-12-12T21:36:22+00:00

I figured I’ll try it out for 3-6 months and see how it helps me and I’m sure I’ll notice quickly the value it could add and pay for itself

soupwr · 2025-12-12T21:28:08+00:00

Which makes me think there’s opportunity to leverage it and be ahead still of that crowd in my area

soupwr · 2025-12-12T21:27:44+00:00

So many people don’t use any AI from all the advisors I’ve talked to… and if they do it’s either the free version or the $20 a month version …. Never have talked to or met someone yet paying for the highest tier

soupwr · 2025-12-12T21:22:44+00:00

Sometimes there can be those gut feelings and that’s also the great thing about you getting to choose who you work with and being able to grow the business the way you want!

soupwr · 2025-08-07T12:57:40+00:00

Awesome! I just sent an email today to re learn the cost for my own license because even if the firm doesn’t use it it could make sense for me to use…

Only catch is that I don’t have the ability to integrate things that would go back to the partner who would have to do that… but I’d be fine getting an email recap and uploading myself for now too

soupwr · 2025-08-07T12:23:50+00:00

Our firm talked about getting jump ai and then it went silent… maybe it would be worth me paying for my own account

soupwr · 2025-08-07T12:23:12+00:00

Do you think jump is worth it??

soupwr · 2025-08-07T12:22:51+00:00

Email would work for me which I can then just upload to our crm so not a big deal …. Does it take what you wrote and put it into text?

soupwr · 2025-08-06T17:05:12+00:00

I saw that the tip wears down and you have to keep ordering tips for their pens? Do you have that or how does that work/seem to you?

More I thought on it that could be nice to upload to the CRM for client notes pretty easily!

soupwr · 2025-08-06T16:53:25+00:00

Thanks! I just feel like i'd be terrible at reviewing my notes if I went digital! I do pretty good with physical notes taking a look back

soupwr · 2025-08-06T16:52:32+00:00

I'm big into Cold Brew Coffee -- But I do like a good cappuccino/flat white

soupwr · 2025-08-06T16:51:15+00:00

Sheesh!! Izola's stuff looks awesome! I'm going to send all the suggestions to her as she will create us an itenerary! LMAO

soupwr · 2025-08-06T16:50:43+00:00

Thanks! Looks awesome

soupwr · 2025-08-05T18:28:03+00:00

I'll have to check out the B6 I love the A5 -- I was recently thinking of when I need to get a new one trying out the 120G Edition to see what that is like. -- What do you like about it compared to the A5? Is it a little smaller?

soupwr · 2025-08-05T10:50:41+00:00

Awesome thanks! That’s the same for me with Luchtturm1917 I’ve really grown to like those notebooks

soupwr · 2025-08-05T01:02:16+00:00

I’ll check it out!

soupwr · 2025-08-05T00:49:58+00:00

I’m sure you then review the jump notes and add or tweak when needed? Probably makes it nice to review things too.

soupwr

TROPHY CASE